Investment accounts
Authorised and regulated by the UK’s FCA to provide investment accounts, we are bound by CASS rules to segregate and protect client assets.
In Dolfin Discussions, members of our Investment Management team discuss a specific asset class, sector or topic.
In this week’s episode of Dolfin Discussions, James Gutman chats to Dolfin Fixed Income Analyst Geoff Wan and Head of Trading Carl Androsiuk about the Bond ETF market, which has become of great importance recently.
In our Beyond Coronavirus series we discuss changes we are making in our model portfolios in light of how the economy is being shaped by coronavirus. This week we look at video games.
In this week’s episode of Dolfin Discussions, James Gutman chats to Philipp Advisors’ Andrew Dodson about recent dramatic moves in the oil market including WTI going negative.I
Welcome to our Q2 2020 investment outlook. As usual, it lays out the latest views, analysis and thematic ideas from our Investment Management team. What’s different this quarter is that, although we have traditionally published this as one standalone – typically printed – document, this time, because of the restrictions we face as a result of coronavirus, we are publishing it as website pages.
Dolfin’s investment accounts safeguard securities and cash, while ensuring you or your clients can take full advantage of multi-asset, multi-currency, and multi-strategy investments.
Learn moreFounded as a London-based wealth boutique in 2013, today we’re a diversified financial services firm with an international presence and our own bespoke technology platform.
Learn moreWe pride ourselves on our ability to help. Please get in touch.
Contact us